IFA Support/Compliance - Aberdeen

JohnstonGreer; Aberdeen City; On-site; GBP 34,000 - 42,000; Full time

Benefits offered by this job

Benefits

Job summary

JohnstonGreer Ltd. in Aberdeen is seeking an IFA Administrator to support Directors and their High-Net-Worth client portfolios, handling compliance administration and client communications.

You will work in the advisers support team, liaising with providers and regulators, submitting new business, and maintaining AML/KYC processes while ensuring data protection. This is a stable opportunity within a respected regional firm offering a competitive salary with benefits.

Qualifications

• Experience as administrator/technical support in wealth management.
• Exposure to AML/KYC and data protection.
• Ability to liaise with regulators and product providers.

Responsibilities

• Managing client communication and ongoing contact.
• Liaising with product providers.
• Communications with regulator.
• Submitting and tracking new business.
• Completing platform work.
• Preparing valuations and documentation for client meetings.
• AML, KYC and data protection duties.
• Monitoring and process management.

Skills

Client admin

Regulatory liaison

AML/KYC

Data protection

Job description

IFASupport/Compliance

To£38,000plusbenefits

ArespectedandgrowingWealthManagementfirmisseekinganIFAAdministratortosupportDirectorsandtheirHigh-Net-Worthclientportfolios.Thisisanexcellentopportunitytojoinawell-knownregionalbusinesswhereyouwillalsoberesponsibleforadministrationofthecompliancerequirements.Workingaspartoftheadvisersupportteam,yourresponsibilitieswillinclude:

• Managingclientcommunicationandongoingcontact
• Liaisingwithproductproviders
• Communicationswithregulator
• Submittingandtrackingnewbusiness
• Completingplatformwork
• Preparingvaluationsanddocumentationforclientmeetings
• AML,KYCanddataprotection
• Monitoringandprocessmanagement

Theclientisseekinganexperiencedadministrator/technicalsupportwithgoodexposuretotheseadditionalduties.